Senior Director, Product & Professional Services FP&A

Overview

symplr is seeking a Senior Director, Product & Professional Services FP&A to connect product strategy, implementation capacity, product-line economics, services utilization, delivery margin, and time-to-value into one integrated financial view.

This role intentionally combines Product and Professional Services finance partnership so implementation effort, complexity, delivery economics, and customer time-to-value become direct inputs into product design, roadmap, pricing, packaging, and enhancement decisions.

The right candidate is a hands-on finance leader who can partner deeply with Product, Services, Engineering FP&A, GTM FP&A, and Corporate FP&A to turn product and implementation dynamics into better resource allocation and enterprise planning decisions.

Duties & Responsibilities

STRATEGIC FINANCE & BUSINESS PARTNERSHIP

• Serve as the primary FP&A business partner for Product and Professional Services leadership.
• Connect product strategy, roadmap priorities, implementation capacity, services economics, utilization, delivery productivity, product mix, and pricing/packaging inputs into a cohesive financial narrative.
• Partner with Product leaders on product-line economics, product enhancement business cases, new product investment cases, pricing/packaging support, roadmap prioritization, and investment trade-offs.
• Partner with Professional Services leadership on capacity, utilization, backlog, delivery margin, implementation effort, time-to-value, and services profitability.

PLANNING, FORECASTING & PERFORMANCE MANAGEMENT

• Own Product and Professional Services planning, forecasting, and performance management in alignment with Corporate FP&A standards and enterprise forecast governance.
• Provide product mix, implementation capacity, services economics, pricing/packaging, and time-to-value inputs to Corporate FP&A’s full revenue model.
• Quantify implementation effort and complexity by product, module, customer segment, deal type, and implementation motion.
• Establish and lead a recurring Product & Implementation Economics Review that links product decisions, services effort, customer delivery outcomes, and financial performance.

PRODUCT ECONOMICS & SERVICES ANALYTICS

• Build and maintain product-line economic models, including product gross margin, EBITDA/economics, roadmap investment cases, and enhancement business cases.
• Track utilization, billable capacity, backlog coverage, project margin, services attach, implementation hours by product, delivery productivity, and time-to-value.
• Analyze whether products are easy to sell, implement, support, and scale, and translate those findings into financial recommendations for Product, Services, GTM, and Engineering stakeholders.
• Partner with GTM FP&A on what is being sold and whether the resulting deal mix can be implemented efficiently and profitably.
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WORKFORCE PLANNING & GOVERNANCE

• Own workforce and capacity models for Product and Professional Services while operating within the enterprise workforce planning framework governed by Corporate FP&A.
• Assess capacity, utilization, hiring plans, role mix, location strategy, delivery productivity, backlog, and implementation demand.
• Ensure Product & Professional Services FP&A follows common FP&A definitions, KPI standards, model architecture, submission timelines, and quality-control expectations.
• Manage and develop embedded Bengaluru Sr. Analyst resources supporting Product FP&A and Professional Services FP&A.

TEAM LEADERSHIP & FUNCTION BUILDING

• Build a Product & Professional Services FP&A capability that is seen as a value-add operating partner rather than a reporting function.
• Coach team members to understand product, implementation, services economics, pricing/packaging, and time-to-value drivers in depth.
• Create a repeatable operating cadence that gives leaders clear visibility into product economics, services capacity, delivery efficiency, and investment trade-offs.

Skills Required

EXPERIENCE & BACKGROUND

• 10+ years of progressive finance experience, with meaningful experience supporting Product, Professional Services, Customer Delivery, Operations, enterprise software, SaaS, healthcare technology, or complex multi-product environments.
• Experience partnering with senior Product and Services executives on planning, investment cases, margin improvement, capacity management, or pricing/packaging analysis.
• Exposure to services economics, utilization, implementation capacity, project margin, product gross margin, or time-to-value analysis strongly preferred.
• Experience in PE-backed, growth, scaling, or operationally complex businesses preferred.

TECHNICAL & ANALYTICAL CAPABILITIES

• Strong command of financial modeling, capacity planning, product economics, services margin analysis, scenario planning, and KPI development.
• Ability to model implementation effort, utilization, backlog, delivery margin, product mix, pricing/packaging assumptions, and revenue implications.
• Comfortable working with data, BI tools, planning systems, and cross-functional operational metrics to build repeatable decision-support infrastructure.
• Able to translate operational complexity into clear financial choices, trade-offs, and recommendations.

LEADERSHIP & WAYS OF WORKING

• Intellectually curious and comfortable challenging assumptions across Product, Services, GTM, and Engineering stakeholders.
• Strong executive presence with the ability to communicate financial complexity in simple, actionable language.
• Hands-on builder who can develop models, operating cadences, and team capability while partnering at a senior level.
• Collaborative, rigorous, and outcome-oriented, with high standards for forecast quality and analytical clarity.

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